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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
401
Ridgewood Investments
New Jersey
$64.8K +$70.2K +773 New
HCP
402
Hexagon Capital Partners
Arkansas
$64.2K +$545 +6 +0.8%
FFA
403
Farther Finance Advisors
California
$63.3K +$4.36K +48 +7%
TC
404
Tacita Capital
Ontario, Canada
$61.8K -$43.5K -479 -39%
OW
405
Olistico Wealth
Oklahoma
$58.7K +$63.6K +700 New
CTC
406
Central Trust Company
Missouri
$50.3K -$39K -430 -42%
PGAM
407
Princeton Global Asset Management
New Jersey
$50.3K – – –
PTC
408
Private Trust Company
Ohio
$50.1K – – –
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$47.8K +$3.36K +37 +7%
GBT
410
Grove Bank & Trust
Florida
$42.8K – – –
JFA
411
JNBA Financial Advisors
Minnesota
$41.9K -$45.4K -500 -50%
HNB
412
Huntington National Bank
Ohio
$41.2K -$45.4K -500 -50%
RIL
413
Rothschild Investment LLC
Illinois
$39.8K +$25K +275 +138%
CAL
414
Capital Analysts LLC
Pennsylvania
$39K +$272 +3 +0.7%
GRP
415
Global Retirement Partners
California
$36.2K -$8.81K -97 -18%
CFB
416
Cullen/Frost Bankers
Texas
$35K – – –
SIS
417
Strategic Investment Solutions
Illinois
$33.7K +$36.3K +400 New
CA
418
Crewe Advisors
Utah
$33.5K -$28.6K -315 -44%
PS
419
Principal Securities
Iowa
$29.5K – – –
WAS
420
Winch Advisory Services
Wisconsin
$29.3K -$26.5K -292 -45%
ZB
421
Zions Bancorporation
Utah
$29.3K +$3.63K +40 +13%
IWP
422
IAG Wealth Partners
Wisconsin
$28.1K -$27.2K -300 -47%
JEST
423
JTC Employer Solutions Trustee
Jersey
$25K +$25.2K +278 New
TFIPS
424
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K – – –
PI
425
PEAK6 Investments
Illinois
$22.4K -$179K -1,974 -88%
15 16
17
18 19